Kestra Advisory Services’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Buy |
10,027
+2,260
| +29% | +$183K | ﹤0.01% | 1622 |
|
|
2025
Q1 | $633K | Buy |
7,767
+550
| +8% | +$44.8K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $527K | Buy |
7,217
+1,149
| +19% | +$83.9K | ﹤0.01% | 1832 |
|
|
2024
Q3 | $361K | Sell |
6,068
-1,062
| -15% | -$63.1K | ﹤0.01% | 1975 |
|
|
2024
Q2 | $364K | Buy |
7,130
+479
| +7% | +$24.5K | ﹤0.01% | 1987 |
|
|
2024
Q1 | $357K | Sell |
6,651
-590
| -8% | -$31.7K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $327K | Sell |
7,241
-19,936
| -73% | -$902K | ﹤0.01% | 1791 |
|
|
2023
Q3 | $1.34M | Buy |
27,177
+17,180
| +172% | +$845K | 0.01% | 865 |
|
|
2023
Q2 | $477K | Buy |
9,997
+244
| +3% | +$11.6K | ﹤0.01% | 1338 |
|
|
2023
Q1 | $386K | Sell |
9,753
-3,482
| -26% | -$138K | ﹤0.01% | 1423 |
|
|
2022
Q4 | $543K | Sell |
13,235
-15,878
| -55% | -$651K | ﹤0.01% | 1368 |
|
|
2022
Q3 | $1.13M | Buy |
29,113
+16,024
| +122% | +$622K | 0.01% | 917 |
|
|
2022
Q2 | $445K | Buy |
13,089
+2,135
| +19% | +$72.6K | ﹤0.01% | 1396 |
|
|
2022
Q1 | $345K | Sell |
10,954
-752
| -6% | -$23.7K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $288K | Sell |
11,706
-2,104
| -15% | -$51.8K | ﹤0.01% | 1624 |
|
|
2021
Q3 | $346K | Sell |
13,810
-4,029
| -23% | -$101K | ﹤0.01% | 1581 |
|
|
2021
Q2 | $507K | Buy |
17,839
+4,525
| +34% | +$129K | 0.01% | 1273 |
|
|
2021
Q1 | $371K | Buy |
+13,314
| New | +$371K | ﹤0.01% | 1345 |
|